MPW

Melone Private Wealth Portfolio holdings

AUM $236M
1-Year Est. Return 7.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.47M
3
+$1.31M
4
NVDA icon
NVIDIA
NVDA
+$212K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$205K

Top Sells

1
+$6.06M
2
+$2.82M
3
+$1.27M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.08M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.05M

Sector Composition

1 Financials 1.47%
2 Consumer Discretionary 0.11%
3 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.11%
2,822
+30
52
– –
-10,311
1 2
3